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Kelvin Kwok Way Lui

ZAIS GROUP LLC·HOLMDEL, New Jersey
Clean recordZAIS GROUP LLC
101 CRAWFORDS CORNER ROAD, HOLMDEL, NJ 07733CRD# 2331429Firm CRD# 108371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelvin Kwok Way Lui · HOLMDEL, NJ
Registration
CRD #2331429 · ZAIS GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kelvin Kwok Way Lui is a registered financial advisor based in HOLMDEL, New Jersey, affiliated with ZAIS GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ZAIS GROUP LLC
ZAIS GROUP
AUM
$6.0B
Regulatory assets under management
Employees
47
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: COLLATERAL MANAGEMENT FEES
Regulatory
SEC/IARD CRD# 2331429
Firm CRD# 108371
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelvin Kwok Way Lui offer?
Kelvin Kwok Way Lui specializes in Retirement Planning, Wealth Management. Contact their office in HOLMDEL, New Jersey for a consultation.
What are Kelvin Kwok Way Lui's credentials?
Kelvin Kwok Way Lui is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelvin Kwok Way Lui located?
Kelvin Kwok Way Lui is based in HOLMDEL, New Jersey, working with ZAIS GROUP LLC. Their office serves clients in the HOLMDEL metropolitan area and surrounding communities.
How does Kelvin Kwok Way Lui charge for services?
Kelvin Kwok Way Lui's firm is compensated through percentage of aum, performance-based fees, other: collateral management fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZAIS GROUP LLC?
ZAIS GROUP LLC has approximately 47 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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